Insurance Retention Specialist

3 days ago


Sandton, South Africa Sharedvalue Full time

About the Role:

We are looking for a highly skilled Service Consultant to join our team. As a Service Consultant, you will be responsible for retaining existing policies and growing our customer base.

Your Key Tasks:

  • Identify opportunities to upsell and cross-sell services
  • Build strong relationships with clients to increase retention rates
  • Communicate effectively with internal stakeholders to ensure seamless service delivery
  • Stay up-to-date with industry developments to maintain expertise

Your Qualifications:

  1. Degree in a relevant field or equivalent experience
  2. RE5 certification & FAIS compliance (or working towards it)
  3. 2+ years of experience in short-term insurance servicing & retentions


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